Matt Morgan focuses his practice on providing sophisticated advice and solutions to investment funds, financial sponsors, and financial institutions in connection with transactions across the credit spectrum.

Overview

A seasoned financial services attorney, Matt provides his clients with sophisticated counsel in the negotiation, structuring, and documentation of subordinated, mezzanine, and more senior financing transactions, backed by traditional or non-traditional security packages, to special situations investments and other ad hoc, rescue or opportunistic lending opportunities. Matt also advises on loan workouts and restructurings, and the financing opportunities associated with such situations, as well as secondary loan trading of distressed credit exposures and the creation of bespoke trading documentation.

Matt worked in law firms and at both buy-side and sell-side financial institutions in London. He spent the last four years working with the special situations group at a European financial institution NatWest Markets, with a direct lending and investment mandate complementing its credit trading business. Matt structured and managed each of the direct lending transactions originated for this business, which varied from super senior to subordinated loans. He was also responsible for managing each restructuring situation for the positions held on book, which varied from bespoke restructurings of more direct exposures to situations involving multiple parties and different levels of credit exposures, and often a number of different jurisdictions. 

Previously, Matt was the in-house lawyer for Citigroup’s European Credit Desks. Based on the trading desk, he advised on the documentation, structure, trading, and other legal aspects of the credit and private equity positions which were traded by the desks, worked with the analyst teams on the documentation and management of the restructuring credits and corresponding new money opportunities, drafted non-standard and first-instance trading documentation, and acted as the desk legal representative for the dispute resolution efforts in contentious situations.

Representative Experience

The following examples are representative of the attorney’s practice and are not intended to indicate or predict similar results can be obtained for other clients. See Disclaimer 

Matt worked in law firms and at both buy-side and sell-side financial institutions in London. He spent the last few years working with the special situations group at NatWest Markets, with a direct lending and investment mandate complementing its credit trading business. Matt structured and managed each of the direct lending transactions originated for this business, which varied from super senior to subordinated loans. He was also responsible for managing each restructuring situation for the positions held on book, which varied from bespoke restructurings of more direct exposures to situations involving multiple parties and different levels of credit exposures, and often a number of different jurisdictions. Previously, Matt was the in-house lawyer for Citigroup’s European Credit Desks for several years. Based on the trading desk, he advised on the documentation, structure, trading and other legal aspects of the credit and private equity positions which were traded by the desks, worked with the analyst teams on the documentation and management of the restructuring credits and corresponding new money opportunities, drafted non-standard and first-instance trading documentation, and acted as the desk legal representative for the dispute resolution efforts in contentious situations, amongst other things.

News

Education

LL.M., University of London, 1997

J.D., Southern Methodist University, 1995

B.A., Hampden-Sydney College, 1992

Admissions

  • South Carolina, 2021
  • New York, 1998
  • Virginia, 1996 (inactive)
  • Texas, 1995 (inactive)
Jump to Page

By using this site, you agree to our updated Privacy Policy and our Terms of Use.